ConnectWise Manage + Wrike
Create folders in Wrike for new or updated projects in ConnectWise Manage
When there's a new or updated project in your ConnectWise Manage, this workflow instantly creates a matching folder in Wrike. Stay organized and ensure important details don't slip through the cracks by having your project information mirrored in your work management app. This automation is ideal for project managers and teams seeking seamless coordination between their project management and task management systems.
When there's a new or updated project in your ConnectWise Manage, this workflow instantly creates a matching folder in Wrike. Stay organized and ensure important details don't slip through the cracks by having your project information mirrored in your work management app. This automation is ideal for project managers and teams seeking seamless coordination between their project management and task management systems.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Folder
Create a new folder.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
